BIfurcated
I'd definitely have to agree with this article from Yahoo. The BI market is still very fragmented and offers a lot of room for niche players. I'm surprised that the top 10 BI companies only have 60% of the market but it makes sense. The problem I've seen is that the offerings by the major players are very expensive and complicated. To really grow the market, someone needs to come up with a SMB offering that is priced right and is easy to configure (as the article says - compete with spreadsheets).